HALBERT HARGROVE GLOBAL ADVISORS, LLC
LONG BEACH CA · SEC CIK 0001484205
$20.72亿2026Q1 申报市值
369持仓数
84.2%前十大占比 · 第一大 15.8%
19 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WAMA 新建仓+$1.67亿
SERIES PORTFOLIO 新建仓+$7,221.39万
WISDOMTREE TR 新建仓+$5,989.67万
LRGF 加仓+$442.27万
IVV 加仓+$114.57万
2026Q1 卖出最多 按季末市值估算
IWB 减仓-$1.62亿
IWM 减仓-$7,021.98万
EFA 减仓-$3,692.75万
SPDW 减仓-$1,973.53万
USXF 清仓-$177.10万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ALK | ALASKA AIR GROUP INC | $4.62万 | 0.00% | 1,256 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $4.40万 | 0.00% | 183 | 22 | 13.7% | $5,288 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $4.32万 | 0.00% | 955 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $4.25万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| QDPL | PACER FDS TR | $4.01万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $3.97万 | 0.00% | 270 | -13 | -4.6% | -$1,912 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $3.90万 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3.83万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $3.82万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $3.81万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $3.63万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $3.63万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE TR | $3.61万 | 0.00% | 750 | -174 | -18.8% | -$8,378 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3.48万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST | $3.45万 | 0.00% | 187 | 66 | 54.5% | $1.22万 | 加仓 |
| IEUR | ISHARES TR | $3.44万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| — | XAI OCTAGN FLT RAT & ALT INM | $3.44万 | 0.00% | 2,000 | 2,000 | — | $3.44万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $3.32万 | 0.00% | 345 | 26 | 8.2% | $2,503 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $3.25万 | 0.00% | 897 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $3.18万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.18万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $2.99万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $2.93万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $2.87万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $2.84万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $2.76万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $2.70万 | 0.00% | 563 | 138 | 32.5% | $6,614 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $2.68万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2.67万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $2.63万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $2.61万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $2.55万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $2.52万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $2.47万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $2.44万 | 0.00% | 157 | -811 | -83.8% | -$12.59万 | 减仓 |
| IYF | ISHARES TR | $2.42万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $2.38万 | 0.00% | 137 | -50 | -26.7% | -$8,697 | 减仓 |
| MPC | MARATHON PETE CORP | $2.34万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $2.33万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $2.32万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $2.25万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $2.20万 | 0.00% | 1,098 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $2.10万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2.09万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $2.08万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $2.06万 | 0.00% | 210 | 194 | 1,212.5% | $1.90万 | 加仓 |
| IJJ | ISHARES TR | $2.05万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $2.02万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.02万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $2.02万 | 0.00% | 651 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY COVINGTON TRUST | $1.99万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $1.98万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.87万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| VOTE | TCW ETF TRUST | $1.77万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $1.77万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.75万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.74万 | 0.00% | 93 | -12 | -11.4% | -$2,243 | 减仓 |
| — | GLOBAL X FDS | $1.73万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.70万 | 0.00% | 148 | -130 | -46.8% | -$1.49万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1.65万 | 0.00% | 100 | 46 | 85.2% | $7,606 | 重新持有 |
| IWS | ISHARES TR | $1.65万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $1.58万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.57万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $1.57万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.50万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $1.50万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.42万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $1.41万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $1.40万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $1.33万 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $1.32万 | 0.00% | 175 | -7,417 | -97.7% | -$55.96万 | 减仓 |
| RKT | ROCKET COS INC | $1.31万 | 0.00% | 923 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $1.31万 | 0.00% | 1,075 | 359 | 50.1% | $4,373 | 加仓 |
| L | LOEWS CORP | $1.30万 | 0.00% | 122 | -10 | -7.6% | -$1,067 | 减仓 |
| NFLX | NETFLIX INC. | $1.25万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES TR | $1.22万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.20万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.18万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $1.16万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.13万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1.11万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $1.10万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.09万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.08万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1.07万 | 0.00% | 421 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.01万 | 0.00% | 63 | -11 | -14.9% | -$1,757 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $9,841 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $9,497 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $9,442 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $9,227 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $9,189 | 0.00% | 150 | 150 | — | $9,189 | 新建仓 |
| — | ISHARES TR | $9,170 | 0.00% | 226 | 119 | 111.2% | $4,828 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $8,590 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $8,470 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $8,421 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $8,292 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $8,128 | 0.00% | 72 | 1 | 1.4% | $113 | 加仓 |
| Q | QNITY ELECTRONICS INC | $8,077 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $7,763 | 0.00% | 209 | 209 | — | $7,763 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $7,709 | 0.00% | 70 | 0 | 0.0% | — | 不变 |